Component: Customer Insights, Sales Insights
Dashboard: Globally Accessible
Portlet: Globally Accessible
Type: Customer, Product
Use Case Type: Performing Actions
Role: Pricing Analyst, Product Manager, Pricing Manager, Sales Manager
| Panel |
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| panelIconId | atlassian-question_mark |
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| panelIcon | :question_mark: |
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| panelIconText | :question_mark: |
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| bgColor | #E6FCFF |
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Create an Action.
"Set up a meeting with Delta Tulip (CID-0055) customer ASAP."
Assign it to '[First Name Last Name or Login Name or Email]'.
Due Date is '[Date]'. |
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| Excerpt |
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| name | CreateActionMoreOptions |
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Option | Required | Example |
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Assigned To | Yes | Stepan Vacek stepan.vacek@pricefx.com 
| Due Date | No | |
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